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Perkins Large Cap Value T (JPLTX)

On Feb 9: 12.06 USD  Up 0.11 (0.92%)  
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Profile  As of 31-Jan-10 Get Profile for:
Perkins Large Cap Value T
Janus Investment Fund 151 Detroit Street Denver CO 80206
Phone: 800-525-0020
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FUND OVERVIEW
Category: Large Value
Fund Family: Janus
Net Assets: 20.00K
Year-to-Date Return: -2.10%
Yield: %
Morningstar Rating: N/A
Fund Inception Date: 06-Jul-09
MORNINGSTAR STYLE BOX
Large Value
[View Category Definition]
View Top Large Value Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Kevin Preloger
Lead Manager since 31-Dec-08
Preloger is a Co-Portfolio Manager with Janus Capital Management LLC. He joined Perkins in May 2002 as a research analyst covering the financial services sector. Prior to joining the company, Preloger worked at ABN AMRO/LaSalle Bank Wealth Management as an analyst covering both the financial services and technology industries during his five-year tenure at the firm.
INVESTMENT INFORMATION
Min Initial Investment: $2,500
Min Initial Investment, IRA: $500
Min Initial Investment, AIP: $2,500
Min Subsequent Investment: NaN
Min Subsequent Investment, IRA: N/A
Min Subsequent Investment, AIP: N/A
JPLTX can be purchased from 8 brokerages.
FUND SUMMARY
The investment seeks capital appreciation. The fund primarily invests in the common stocks of large-sized companies whose stock prices the portfolio managers believe to be undervalued. It may invests at least 80% of assets in equity securities of companies having, at the time of purchase, market capitalizations equal to or greater than the median market capitalization of companies included in the Russell 1000 Value index.
FUND OPERATIONS
Last Dividend (18-Dec-09): 0.05
Last Cap Gain N/A
Annual Holdings Turnover 57.00%
Average for Category: 69.44%
FEES & EXPENSES
Expense JPLTX Category
Avg
Total Expense Ratio: 1.25% 1.28%
Max 12b1 Fee: % N/A
Max Front End Sales Load: % 5.46%
Max Deferred Sales Load: % 2.65%
3 Yr Expense Projection*: $685 $599
5 Yr Expense Projection*: $1,175 $934
10 Yr Expense Projection*: $2,524 $1,838
* Per $10,000 invested


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